AI Holders Summary · Q2 2026

21 institutions reported MMAX in Q2 2026. Prosperity Consulting Group, LLC leads at 37.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Prosperity Consulting Group, LLC

CIK 0001910398

$21M783K0.80%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$11M400K0.00%Q2 2026 03

BIP Wealth, LLC

CIK 0001590214

$8M288K0.22%Q2 2026 04

J. L. Bainbridge & Co., Inc.

CIK 0001742315

$5M193K0.41%Q2 2026 05

FC Advisory LLC

CIK 0001683754

$2M92K0.66%Q2 2026 06

JIM SAULNIER & ASSOCIATES, LLC

CIK 0002044420

$2M83K0.90%Q2 2026 07

Crewe Advisors LLC

CIK 0001730033

$1M48K0.09%Q2 2026 08

Blue Sky Capital Consultants Group, Inc.

CIK 0002057054

$1M40K0.46%Q2 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M38K0.00%Q2 2026 10

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$882K33K0.00%Q2 2026 11

OLD MISSION CAPITAL LLC

CIK 0001455915

$539K20K0.01%Q2 2026 12

Farther Finance Advisors, LLC

CIK 0001992825

$453K17K0.00%Q2 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$388K14K0.00%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$377K14K0.00%Q2 2026 15

Grantvest Financial Group LLC

CIK 0002055216

$289K11K0.17%Q2 2026 16

Kovack Advisors, Inc.

CIK 0001728321

$275K10K0.01%Q2 2026 17

Pinnacle Wealth Planning Services, Inc.

CIK 0001726752

$149K5K0.01%Q2 2026 18

Blue Trust, Inc.

CIK 0001856022

$39K1K0.00%Q2 2026 19

Integrated Wealth Concepts LLC

CIK 0001737109

$16K6000.00%Q2 2026 20

IFP Advisors, Inc

CIK 0001641866

$4K1550.00%Q2 2026

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